SeaCrest Wealth Management
VRT icon

SeaCrest Wealth Management’s Vertiv VRT Stock Holding History

SeaCrest Wealth Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$347K Buy
1,437
+36
+3% +$9.8K 0.04% 365
2026
Q2 		$469K Sell
1,401
-159
-10% -$50.4K 0.05% 298
2026
Q1 		$391K Sell
1,560
-86
-5% -$19.1K 0.04% 398
2025
Q4 		$282K Sell
1,646
-175
-10% -$30.4K 0.03% 478
2025
Q3 		$305K Sell
1,821
-3,760
-67% -$502K 0.03% 461
2025
Q2 		$717K Sell
5,581
-218
-4% -$21.2K 0.08% 235
2025
Q1 		$419K Sell
5,799
-16,059
-73% -$1.71M 0.05% 381
2024
Q4 		$2.48M Buy
21,858
+5,712
+35% +$678K 0.26% 62
2024
Q3 		$1.61M Buy
16,146
+1,980
+14% +$164K 0.17% 113
2024
Q2 		$1.23M Buy
14,166
+2,167
+18% +$197K 0.14% 142
2024
Q1 		$980K Buy
11,999
+3,793
+46% +$238K 0.12% 181
2023
Q4 		$380K Buy
+8,206
New +$349K 0.05% 378

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SeaCrest Wealth Management's VRT Position: Q3 2026 in Review

SeaCrest Wealth Management increased its Vertiv (VRT) stake by 2.6% in Q3 2026, buying an estimated $9.8K and bringing the position to 1,437 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #365.

SeaCrest Wealth Management first reported a position in VRT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.48M in Q4 2024. 506 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • SeaCrest Wealth Management held 1,437 shares of Vertiv worth $347K as of Q3 2026.
  • SeaCrest Wealth Management bought 36 Vertiv shares in Q3 2026, an estimated $9.8K.
  • Vertiv made up 0.04% of SeaCrest Wealth Management's portfolio in Q3 2026, its #365 holding.
  • SeaCrest Wealth Management first reported a position in Vertiv in Q4 2023 and has held it in 12 quarters since.
  • SeaCrest Wealth Management's Vertiv position peaked at $2.48M in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.